Concurrent Investment Advisors, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 2001015
Tampa, FL
Position in BIV
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$5,542,527
+$311,250 QoQ
Shares Held
71,813
+6.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,542,527 | 71,813 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,231,277 | 67,171 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,890,932 | 62,632 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,872,884 | 63,006 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,043,738 | 52,811 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,303,813 | 44,210 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,597,026 | 45,898 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,396,261 | 45,350 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,190,551 | 42,315 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,729,286 | 35,733 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||